PSI
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Pinnacle Summer Investments’s Invesco Global Water ETF PIO Stock Holding History

Pinnacle Summer Investments’s Portfolio PIO Stock Details PIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-600
Closed -$14K – 998
2013
Q4 		$14K Hold
600
– – ﹤0.01% 676
2013
Q3 		$13K Hold
600
– – ﹤0.01% 634
2013
Q2 		$11K Buy
+600
New +$11.6K ﹤0.01% 603

Other funds holding PIO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CC
Columbia Capital Fullerton, California $91.6M AUM 27.93% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Pinnacle Summer Investments's PIO Position: Q1 2014 in Review

Pinnacle Summer Investments sold out of Invesco Global Water ETF (PIO) in Q1 2014, closing a stake of 600 shares — an estimated $14K sold.

Pinnacle Summer Investments first reported a position in PIO in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q4 2013. 54 funds tracked by Wall St. Rank hold PIO as of Q1 2014.

  • Pinnacle Summer Investments reported no remaining Invesco Global Water ETF position as of Q1 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 600 Invesco Global Water ETF shares in Q1 2014, an estimated $14K.
  • Pinnacle Summer Investments first reported a position in Invesco Global Water ETF in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's Invesco Global Water ETF position peaked at $14K in Q4 2013.
  • 54 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2014.

Based on Pinnacle Summer Investments's 13F filing for Q1 2014, filed 16 May 2014.